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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,299 | $106,524-81.9% | $152,301-87.3% | $87,485-77.9% |
| Participation rate | 74.7% | 75.8%-1.0pp | 82.4%-7.7pp | 68.9%+5.8pp |
| Annual return | 19.31% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,231 | $3,371-63.5% | $4,624-73.4% | $2,596-52.6% |
| Participant deferral / active EE | $2,053 | $6,525-68.5% | $8,004-74.3% | $4,274-52.0% |
| Admin fee / account holder | $1,901 | $8,287-77.1% | $14,398-86.8% | $7,775-75.5% |